Las grandes mentes piensan igual

Hi,   Just started as an SDR manager and am in the process of doing an internal audit / cleanup and overall organization of our current templates and sequences. I have been utilizing the folder function to start to group these together, however unless I remember the name of the folder, it is relateively difficult to locate the folder as it is on the same list and page of the other sequences and templates.   Is there a way to filter specifically to see my folders without having to remember the name / go page by page to relocate it? Thanks in advance! ... Mostrar más

I would really appreciate if there is way to restore the deleted sequences as it is a pain when someone accidentaly deleted the sequences ... Mostrar más

Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished.    This should be possible with workflows with the "enroll in another workflow" criteria, but the configuration doesn't allow this to happen.   This could benefit many use cases, lead nurturing based on lifecycle stage, sales prospecting and other sales processes, customer onboarding, monthly follow-up, and getting in touch with different database segments. ... Mostrar más

I was recommended to write this request from customer support. I am looking for a way to automatically remove the tasks associated with a contact after they have been unenrolled in a sequence.    For example, if a contact responds to a cold emailing campaign they are removed from the sequence and all the associated tasks such as Phone calls, second emails, etc are removed. I don't want to complete the task to move on because then the next leg in the sequence will be triggered and they will be contacted when they don't need to be.    This is also distracting when attempting to complete my tasks because there are contacts that have requested no further interaction being next in the queue for a phone call. I don't want to accidentally contact them when it is not needed.    Any help would be appreciated  ... Mostrar más

It would be nice to be able to generate a list from the different stat categories. For example: I want to create of a list of people that didn't respond to any of my emails in a sequence. If I click on the stats I can view the list but I can't download it or anything. It would be nice if I could generate a list right from that pop-up view. ... Mostrar más

I would like the ability to create a task in the middle of a sequence that would include the basic customer data and then assign it to a teammate.  Our specific use case is that we enroll our prospects in a series of emails that helps them through a process they are inquiring about. Some of those processes require us to perform a task or requires a team member to be notified. Currently, there is no way to send an email which passes the customer data to another person or task for others to benefit from. It all has to be sent manually, thereby doubling the process or causing me to avoid using sequences in the first place. ... Mostrar más

If you have a sequence with delayed steps and contacts are going through the sequences at different times (based on when they are added).  How can you best determine when the contacts will reach the end of the sequence without the manual math to do for each contact one at a time? ... Mostrar más

Hi there,   It would be extremely useful to include a personalisation token for quotes in the automated emails that can be created for sequences. Having to copy and paste a URL everytime a quote is published is troublesome and should be automated in some way. ... Mostrar más

Sometimes people don't correctly enter their information and then we still have them as paying customers, but unfortunetly I can't send them in a sequenced email. I think it would make a lot of sense to allow the default value to be applied to sequences.  ... Mostrar más